ICICI Prudential Business Cycle Fund Growth
Fund House: ICICI Prudential Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 05-01-2021 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.72% As on (31-01-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 11,616.63 Cr As on 31-01-2025(Source:AMFI) |
| Turn over: 46% | Exit Load: Exit load of 1% if redeemed within 1 month |
21.46
0.09 (0.4194%)
20.51%
Benchmark: 12.29%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 1 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.48 |
| Sharpe Ratio | 0.9 |
| Alpha | 4.7 |
| Beta | 0.84 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 6.61 | 23.96 | 18.18 | - | - |
| Axis Innovation Fund - Regular Plan - Growth Option | 05-12-2020 | 13.36 | 20.08 | 10.9 | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 12.65 | 37.54 | 25.06 | 24.84 | 14.51 |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 12.29 | 19.3 | - | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 12.27 | 27.76 | 22.43 | 25.9 | - |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 12.25 | - | - | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 12.2 | 24.02 | 16.2 | 21.07 | - |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 11.95 | - | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 11.36 | 23.24 | 17.79 | 20.55 | 12.97 |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 9.56 | 20.69 | 15.16 | 17.62 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
6.07%
Others
8.24%
Large Cap
72.79%
Mid Cap
10.33%
